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Canada: The Comeback
A decade of underperformance is reversing. New investment themes are emerging, and we play them through a fresh thematic equity basket.
Jul 2
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June 2026
Shipping Memo: Navigating Opportunities and the Hormuz Situation
We break down shipping market dynamics, insights from an oil tanker CEO, and conversations with shipping analysts
Jun 29
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6 Stock Ideas - Investment Conference
Following our 1-on-1 meetings with CEOs or CFOs, ranked by Risk/Reward.
Jun 24
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Cellebrite (CLBT) Management Meeting: The Setup from Here
The SaaS apocalypse and whether AI replaces or improves their business.
Jun 18
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New Position: A Hidden World Cup Beneficiary in Latin America
We are adding an undervalued LatAm small cap we believe is at an inflection point, with meaningful upside ahead.
Jun 16
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Japan Field Trip: One of the Most Compelling Opportunities in Global Equities
Best-positioned sectors, top stock ideas, and a full Japanese equity basket from our analyst in Japan.
Jun 11
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Complete Portfolio Review
Updating every company in the Aurelion Index, including our recent management discussions, revised price targets, and forward outlooks.
Jun 5
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The Next Inflection in Crude Oil: When Will the Hormuz Bottleneck Break?
Navigating the Volatile Balance of Geopolitics and Global Oil Inventories.
Jun 2
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May 2026
New Stock: Riding China's Chip Revolution
U.S. export controls just created a clear AI trade in semiconductors.
May 28
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Special Article: SpaceX, OpenAI, and Anthropic IPOs
Analyzing upcoming IPOs, whether their valuations are attractive, and the implications for global markets.
May 26
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2026 Shipping Primer: The Trade of the Year
Field research, industry leader interviews, and our full playbook to understand and benefit from the trade
May 21
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What Q1 Told Us About Our Insurance Companies
Breaking Down Q1 2026 for the Two Insurance Companies in the Aurelion Index.
May 19
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